HTLF

Heartland Financial USA, Inc.
HTLF

Overview Fund Activity
Delisted

HTLF was delisted on the 31st of January, 2025.

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218 hedge funds and large institutions have $1.83B invested in Heartland Financial USA, Inc. in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
27
Increased
79
Reduced
64
Closed
25
Calls
$1.58M
Puts
$448K
Net Calls
+$1.13M
Net Calls Change
+$248K

Top Buyers

1
WCMNY
Westchester Capital Management (New York)
New York
$33M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
3
OAC
OMERS Administration Corp
Ontario, Canada
$20.4M
4
GLAM
Gardner Lewis Asset Management
Pennsylvania
$17.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.4M

Top Sellers

1
HB
HTLF Bank
Colorado
$66.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.61M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
American Century Companies
American Century Companies
Missouri
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
126
Whelan Financial
California
$513K -$14.5K -255 -3%
CAM
127
Congress Asset Management
Massachusetts
$508K – – –
COI
128
Connable Office Inc
Michigan
$500K -$25.5K -449 -5%
CIM
129
Cambria Investment Management
California
$494K +$6.07K +107 +1%
IIC
130
Integrated Investment Consultants
Michigan
$484K -$20K -352 -4%
TSS
131
Two Sigma Securities
New York
$470K -$26K -458 -5%
NEWAS
132
N.E.W. Advisory Services
Wisconsin
$468K – – –
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$463K – – –
IIM
134
INTECH Investment Management
Florida
$426K +$426K +7,514 New
RJFSA
135
Raymond James Financial Services Advisors
Florida
$417K +$21.4K +378 +5%
FCT
136
First Community Trust
Iowa
$413K – – –
KA
137
KLCM Advisors
Wisconsin
$406K -$382K -6,735 -48%
PCM
138
PenderFund Capital Management
British Columbia, Canada
$399K -$299K -3,900 -43%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$371K – – –
AA
140
AlphaMark Advisors
Kentucky
$360K +$360K +6,352 New
TRCT
141
Tower Research Capital (TRC)
New York
$348K -$768K -13,551 -69%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$329K +$41.7K +735 +14%
SAM
143
Shell Asset Management
Netherlands
$328K +$328K +5,790 New
Prudential Financial
144
Prudential Financial
New Jersey
$314K +$19.7K +348 +7%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$307K +$33.5K +586 +12%
Canada Life
146
Canada Life
Manitoba, Canada
$303K +$16.9K +298 +6%
OBAM
147
ODDO BHF Asset Management
France
$303K +$303K +5,338 New
APP
148
Avantax Planning Partners
Iowa
$295K -$126K -2,226 -30%
FAFN
149
First Affirmative Financial Network
Colorado
$267K +$283 +5 +0.1%
ECM
150
Evergreen Capital Management
Washington
$259K +$259K +4,560 New
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